Marcy Chavez Email & Phone Number

Tampa, Florida, United States

• Maintain knowledge about product features and benefits to accommodate the client's needs
• Develop prospect lists and maintain relationships with clients
• Order or purchase supplies as well as maintain inventory
• Promotion of current sales as well as trends to better accommodate my customer's needs and increase profit
• Update and maintain customer information records, such as products purchased

Tampa, Florida, United States

• Maintain a 100% accuracy rate on audits for 6 claims processors, in Medicare Part D and VA claims
• Review and verify accuracy during the billing adjustment process
• Train 50 external team members on process and quality assurance standards
• Develop Processes for Member Billing Reconciliation across 6 separate Health Insurance Providers

Miami, Florida, United States

• Developed licensing strategies that enabled agents to become licensed and sell insurance
• Customized licensing recommendations in accordance with all 51 U.S. Jurisdictions
• Developed and maintained a client database in order to better facilitate account licensing strategies
• Provided customer support and account management services to 5 accounts

Coral Gables, Florida, United States

• Maintained and prepared monthly invoices
• Posted daily accounts receivables
• Reconciled client accounts and prepared monthly reinsurance documentation